Many of us who have lived a while have been conditioned to think that estate taxes are the number one issue when creating an...
Estate planning, like most other things, uses a vast array of tools to accomplish its goal. One of the tools is a trust. But...
The financial world is filled to the brim with planning—financial planning, estate planning, retirement planning, longevity planning—and that only scratches the surface. With all...
Over the years, I’ve told you about lots of celebrities who died without an estate plan and how much their heirs lost because of...
Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...
Alhambra’s Bob Williams dispels 4 common myths that can have a negative impact on estate planning.
Healthcare proxies, also known as medical powers of attorney, are one of the most important documents you can have in your arsenal of legal...
“Hey, when am I going to get my money?” I can’t tell you how many times I’ve heard beneficiaries ask that question when they’ve...
“So, who do I want
to get my IRA? My spouse? My kids? But I don’t want to leave out the grandkids.
Oh, I’ll just fill...